The Home Page
After logging in, the home page defaults to the schedule view. This gives you an immediate overview of your organisation’s weekly or daily calendar — who is visiting which support recipients, when, and who is covering each visit. It is designed to be the most useful starting point for both managers checking the rota and support workers reviewing their upcoming shifts.Main Side Menu
The left-hand navigation menu provides access to all the core areas of Elate. Here is a summary of each section and what you can do within it:| Menu Item | What It Does |
|---|---|
| Support Recipients | View and manage the people your organisation supports. Click any name to open their full profile, including their support plan, visit history, assessments, and notes. |
| Team | View and manage your staff members. Click any team member’s name to view or edit their profile and assigned visits. |
| Schedule | Access the full schedule view. Filter by support recipient or team member, switch between daily and weekly views, and download schedules when needed. |
| Reporting | Access incident and safeguarding reports raised within the platform. |
| Finance | Manage billing, invoices, and service contracts. |
Reporting Sub-sections
The Reporting section contains two areas:- Incidents — View, manage, and update incident reports raised by your team during or after visits.
- Safeguarding — View, manage, and update safeguarding concerns or reports.
Finance Sub-sections
The Finance section brings together everything you need to manage your service’s billing and contractual processes:- Overview — Generate rota reports to support accurate invoicing based on care delivery.
- Invoices — Create, send, and track invoices that are directly linked to your visit and rota data.
- Contracts — Set up and manage service agreements with clients, including hours, rates, and billing cycles.
Account Name Dropdown
In the navigation area, you will see your account or organisation name. Clicking this opens a dropdown menu with the following options:Profile
Available to all users. From here you can:- Update your personal profile details
- View notifications related to incidents or safeguarding
- Access the Elate Help Centre
- Log out of the platform
Billing
Available to Super Admin users only. From here you can:- View your current Elate subscription details
- Update your payment method or set up a Direct Debit
- Download invoices and billing history
The Billing option only appears in the dropdown if your account has Super Admin permissions. If you are a regular team member or admin without Super Admin access, you will not see this option.
Tips for Getting Around
- Support recipients and team members both live in their own dedicated menu sections — if you are looking for a person, that is always the first place to check.
- The schedule is your real-time view of what is happening across your service. Managers will find themselves using it most often.
- Notifications for incidents and safeguarding appear in your Profile dropdown, so check there regularly to stay on top of any alerts requiring action.
- Finance is only relevant to managers and admins responsible for billing and contracts — support workers do not typically need to access this section.